SANCHEZ & ZURES, LLC

Overview

Sanchez & Zures, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that blends a percentage of assets under management with hourly charges, and it reports an owner-operated structure rather than being part of a larger capital allocator or multi-state advisory network. Investment activity shows a clear equity tilt: the firm favors exchange-traded instruments for core exposure while complementing those positions with pooled mutual fund holdings. Sanchez & Zures does not position itself as an ESG-focused investor and does not act as a pension consultant or related adviser. Advisory services emphasize personalized planning and hands-on portfolio management rather than institutional advisory mandates. Custodial and operational choices (see Assets & Accounts) indicate the firm deploys discretionary separately managed account structures and liquid exchange-traded holdings as the backbone of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices